Civic Intelligence

Washington County Elder Care Inc

EIN 73-1197617 • 501(c)3 • Bartlesville, OK

Profile

Washington county elder care's mission is to help mature adults live happy, healthy, independent lives.

1223 Swan DrBartlesville, OK 74006-5037

www.abouteldercare.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

26th percentile

0.02x

Higher debt load relative to assets than 26% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

29th percentile

0.05x

Higher debt load relative to revenue than 29% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Net Margin

27th percentile

-4.3%

Higher net margin than 27% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

18th percentile

-4.9%

Faster asset growth than 18% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

25th percentile

-6.2%

Faster revenue growth than 25% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Assets

Down

$7,219,807

Down $542,259 (-7.0%) from 2023

Liabilities

Down

$153,399

Down $360,308 (-70%) from 2023

Net Assets

Down

$7,066,408

Down $181,951 (-2.5%) from 2023

Revenue

Up

$2,845,594

Up $149,432 (+5.5%) from 2023

Expenses

Down

$2,967,718

Down $182,105 (-5.8%) from 2023

Net Income

Up

-$122,124

Up $331,537 (+73%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$15M$10M$5.0M$0Assets 2010: $9,530,567Liabilities 2010: $28,465Net Assets 2010: $9,502,1022010Assets 2011: $10,191,326Liabilities 2011: $45,835Net Assets 2011: $10,145,4912011Assets 2012: $10,132,604Liabilities 2012: $72,606Net Assets 2012: $10,059,9982012Assets 2013: $10,102,628Liabilities 2013: $134,867Net Assets 2013: $9,967,7612013Assets 2014: $9,755,982Liabilities 2014: $153,957Net Assets 2014: $9,602,0252014Assets 2015: $9,432,056Liabilities 2015: $167,385Net Assets 2015: $9,264,6712015Assets 2016: $9,402,389Liabilities 2016: $186,657Net Assets 2016: $9,215,7322016Assets 2017: $9,056,935Liabilities 2017: $166,914Net Assets 2017: $8,890,0212017Assets 2018: $8,417,460Liabilities 2018: $152,920Net Assets 2018: $8,264,5402018Assets 2019: $8,539,937Liabilities 2019: $203,517Net Assets 2019: $8,336,4202019Assets 2020: $8,357,663Liabilities 2020: $202,910Net Assets 2020: $8,154,7532020Assets 2021: $9,194,968Liabilities 2021: $298,711Net Assets 2021: $8,896,2572021Assets 2022: $7,730,981Liabilities 2022: $165,174Net Assets 2022: $7,565,8072022Assets 2023: $7,762,066Liabilities 2023: $513,707Net Assets 2023: $7,248,3592023Assets 2024: $7,219,807Liabilities 2024: $153,399Net Assets 2024: $7,066,4082024

Highlighted filing

2024

Assets$7,219,807
Liabilities$153,399
Net Assets$7,066,408

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $2,658,3762010Expenses 2011: $2,906,6542011Expenses 2012: $2,982,2102012Revenue 2013: $2,590,195Expenses 2013: $2,844,918Net Income 2013: -$254,7232013Revenue 2014: $2,442,792Expenses 2014: $2,894,037Net Income 2014: -$451,2452014Revenue 2015: $2,709,376Expenses 2015: $2,913,318Net Income 2015: -$203,9422015Revenue 2016: $3,090,198Expenses 2016: $3,240,097Net Income 2016: -$149,8992016Revenue 2017: $2,632,976Expenses 2017: $3,223,973Net Income 2017: -$590,9972017Revenue 2018: $2,909,828Expenses 2018: $3,164,848Net Income 2018: -$255,0202018Revenue 2019: $2,982,993Expenses 2019: $3,332,109Net Income 2019: -$349,1162019Revenue 2020: $2,802,278Expenses 2020: $3,144,903Net Income 2020: -$342,6252020Revenue 2021: $4,167,885Expenses 2021: $3,332,095Net Income 2021: $835,7902021Revenue 2022: $2,735,444Expenses 2022: $3,564,546Net Income 2022: -$829,1022022Revenue 2023: $2,696,162Expenses 2023: $3,149,823Net Income 2023: -$453,6612023Revenue 2024: $2,845,594Expenses 2024: $2,967,718Net Income 2024: -$122,1242024

Highlighted filing

2024

Revenue$2,845,594
Expenses$2,967,718
Net Income-$122,124

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.22$0.15$7.07$2.85$2.97$0.12
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.76$0.51$7.25$2.70$3.15$0.45
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.73$0.17$7.57$2.74$3.56$0.83
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.19$0.30$8.90$4.17$3.33$0.84
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.36$0.20$8.15$2.80$3.14$0.34
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.54$0.20$8.34$2.98$3.33$0.35
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.42$0.15$8.26$2.91$3.16$0.26
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.06$0.17$8.89$2.63$3.22$0.59
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.40$0.19$9.22$3.09$3.24$0.15
2015Detailed filing. Detailed filing data is available for this year.$9.43$0.17$9.26$2.71$2.91$0.20
2014Summary only. Only limited summary data is available for this year.$9.76$0.15$9.60$2.44$2.89$0.45
2013Summary only. Only limited summary data is available for this year.$10.1$0.13$9.97$2.59$2.84$0.25
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.1$0.07$10.1$2.98
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.2$0.05$10.1$2.91
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.53$0.03$9.50$2.66
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 14, 2023
Return Version
2022v5.0
Gross Receipts
$2,848,111
Mission and Program Overview

Mission

Washington county elder care's mission is to help mature adults live happy, healthy, independent lives.

To help mature adults live independent lives, see sch "o" for detailswashington county elder care's mission is to help mature adults live happy, healthy, independent lives.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$4,498,977$4,311,148▼ $187,829
Investments in Publicly Traded Securities$3,403,396$2,964,222▼ $439,174
Accounts Receivable$987,337$189,784▼ $797,553
Cash and Non-Interest-Bearing Accounts$103,794$79,114▼ $24,680
Prepaid Expenses and Deferred Charges$38,190$23,439▼ $14,751
Total Assets$9,194,968$7,730,981▼ $1,463,987
Other Assets Total$163,274$163,274→ $0
Liabilities
Accounts Payable and Accrued Expenses$298,711$165,174▼ $133,537
Total Liabilities$298,711$165,174▼ $133,537
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$5,208,893$4,420,548▼ $788,345
Net Assets With Donor Restrictions$3,687,364$3,145,259▼ $542,105
Total Net Assets Fund Balance$8,896,257$7,565,807▼ $1,330,450
Total Liabilities and Net Assets / Fund Balance$9,194,968$7,730,981▼ $1,463,987

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$4,038,287$3,395,571$7,433,858
Equipment$163,976$2,008,025$2,172,001
Land$108,885-$108,885
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Cordell RumseyExecutive Director - FormerFT$108,121$108,121

Board Members and Trustees

NameTitle
Steve SmithPresident
John FordVice President
Dr John ManelyBoard Member
Glenda GarrisonBoard Member
Jerry MadduxBoard Member
Kathy ZervasBoard Member
Mark WilburnBoard Member
Richard MitchellBoard Member
Stephen ColawBoard Member
Steve GroganBoard Member
Virginia SawyerBoard Member
Wayne WalthallBoard Member
Christina BishopExecutive Director -current
Debbie MueggenborgTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$753,458
Program Service Revenue
$1,970,188
Investment Income
$110,165
Other Revenue
$-98,367
All Other Contributions
$444,386
Change in Net Assets
$-829,102

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,735,444
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$2,735,444
Total Revenue per Form 990
$2,735,444
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,520,368
Other Expenses$1,044,178
Total Fundraising Expense$81,538
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,770,737$241,303$55,613$2,067,653
Occupancy$231,467$26,910-$258,377
Depreciation Depletion$217,038$25,462-$242,500
Other Employee Benefits$145,227$35,649$163$181,039
Payroll Taxes$133,151$26,071$4,333$163,555
Current Officers, Directors, Trustees, and Key Employees$86,497$16,218$5,406$108,121
Information Technology$77,343$9,099$4,550$90,992
Fees for Services Accounting$82,923--$82,923
Insurance$53,353$27,421-$80,774
Office Expenses$51,399$6,047$3,023$60,469
Other Expenses$50,231$191$87$50,509
Advertising$42,305$2,848$4,629$49,782
Travel$39,030$5,397$1,455$45,882
Fees for Service Investment Mgmnt Fees$23,584--$23,584
Total Functional Expenses$3,041,408$441,600$81,538$3,564,546

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$3,564,546
Total Expenses per Audited Statements$3,564,546
Total Expenses per Form 990$3,564,546
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$112,667
Fundraising Gross Income$0
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
The Good, the Bad, the Bbq$172,649-$67,791-
Flu Vaccine Clinic$74,846-$44,876-
Total Events$247,495-$112,667$-112,667
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

Board member virginia sawyer is the mother-in-law of board member craig yocham.

Form 990, Part VI, Section A, Line 8B

Not applicable. Committees do not have the authority to act on behalf of the governing body.

Form 990, Part VI, Section B, Line 11B

The organization doesn't maintain a formal policy for review of form 990 prior to filing with the irs. The executive director reviews and approves the prepared form 990 prior to its filing. Copies of form 990 are made available to other members of the board of directors as requested.

Form 990, Part VI, Section C, Line 19

The organization has not made its governing documents, conflict of interest policy, or financial statements available to the public.

Filing and Contact Details

Filer

Filer Name
Washington County Elder Care Inc
EIN
73-1197617
Phone
9183368500
Address
1223 SWAN DRIVE, BARTLESVILLE, OK 74006-5037

Signing Officer

Name
Christina Bishop
Title
Executive Director
Phone
9183368500
Signed
2023-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Christina Bishop
Formed
1983
Legal Domicile
Ok
Voting Board Members
14
Independent Board Members
13
Employees
90
Volunteers
25

Preparer

Firm
Regier Carr & Monroe Llp
Address
4200 E SKELLY DRIVE SUITE 560, TULSA, OK 74135
Preparer
Kenneth L Thompson CPA
Phone
9182715400
Supplemental Narrative

Additional Explanations

FORM 990 PART XII LINE 2C:

The process for reviewing the financial statements has not changed.

Financial Statement Notes

PART III, LINE 4:

Artwork on permanent display in the elder care facility.

Raw XML AppendixShowing 400 of 582 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0298711
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0165174
IRS990/AccountsReceivableGrp/BOYAmt0987337
IRS990/AccountsReceivableGrp/EOYAmt0189784
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO HELP MATURE ADULTS LIVE INDEPENDENT LIVES, SEE SCH "O" FOR DETAILSWASHINGTON COUNTY ELDER CARE'S MISSION IS TO HELP MATURE ADULTS LIVE HAPPY, HEALTHY, INDEPENDENT LIVES.
IRS990/AdvertisingGrp/FundraisingAmt04629
IRS990/AdvertisingGrp/ManagementAndGeneralAmt02848
IRS990/AdvertisingGrp/ProgramServicesAmt042305
IRS990/AdvertisingGrp/TotalAmt049782
IRS990/AllOtherContributionsAmt0444386
IRS990/AnnualDisclosureCoveredPrsnInd00
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0CHRISTINA BISHOP
IRS990/BooksInCareOfDetail/PhoneNum09183368500
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01223 SWAN DRIVE
IRS990/BooksInCareOfDetail/USAddress/CityNm0BARTLESVILLE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OK
IRS990/BooksInCareOfDetail/USAddress/ZIPCd0740065037
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IRS990/CashNonInterestBearingGrp/EOYAmt079114
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd01
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt05406
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt016218
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt086497
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0108121
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContriRptFundraisingEventAmt0247495
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0753458
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0110165
IRS990/CYOtherExpensesAmt01044178
IRS990/CYOtherRevenueAmt0-98367
IRS990/CYProgramServiceRevenueAmt01970188
IRS990/CYRevenuesLessExpensesAmt0-829102
IRS990/CYSalariesCompEmpBnftPaidAmt02520368
IRS990/CYTotalExpensesAmt03564546
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IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt02735444
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
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IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt025462
IRS990/DepreciationDepletionGrp/ProgramServicesAmt0217038
IRS990/DepreciationDepletionGrp/TotalAmt0242500
IRS990/Desc0DAYBREAK - ADULT DAY HEALTH CENTER - THIS PROGRAM PROVIDES RESPITE FOR CAREGIVERS. THE PROGRAM PROVIDES A SUPERVISED, PROTECTIVE ENVIRONMENT, HEALTH MONITORING, DIGNIFIED ASSISTANCE AND SUPPORT WITH PERSONAL CARE NEEDS, AND NUTRITIONALLY BALANCED MEALS AND SNACKS.
IRS990/DescribedInSection501c3Ind01
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IRS990/EmployeeCnt090
IRS990/EmploymentTaxReturnsFiledInd01
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IRS990/FeesForServicesAccountingGrp/TotalAmt082923
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IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt023584
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form1098CFiledInd00
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IRS990/Form990PartVIISectionAGrp/FormerOfcrDirectorTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
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IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
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IRS990/Form990PartVIISectionAGrp/PersonNm0STEPHEN COLAW
IRS990/Form990PartVIISectionAGrp/PersonNm1WAYNE WALTHALL
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IRS990/Form990PartVIISectionAGrp/PersonNm3STEVE GROGAN
IRS990/Form990PartVIISectionAGrp/PersonNm4GLENDA GARRISON
IRS990/Form990PartVIISectionAGrp/PersonNm5DR JOHN MANELY
IRS990/Form990PartVIISectionAGrp/PersonNm6VIRGINIA SAWYER
IRS990/Form990PartVIISectionAGrp/PersonNm7JERRY MADDUX
IRS990/Form990PartVIISectionAGrp/PersonNm8MARK WILBURN
IRS990/Form990PartVIISectionAGrp/PersonNm9KATHY ZERVAS
IRS990/Form990PartVIISectionAGrp/PersonNm10STEVE SMITH
IRS990/Form990PartVIISectionAGrp/PersonNm11JOHN FORD
IRS990/Form990PartVIISectionAGrp/PersonNm12DEBBIE MUEGGENBORG
IRS990/Form990PartVIISectionAGrp/PersonNm13CHRISTINA BISHOP
IRS990/Form990PartVIISectionAGrp/PersonNm14CORDELL RUMSEY
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
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IRS990/Form990PartVIISectionAGrp/TitleTxt10PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt11VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt12TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt13EXECUTIVE DIRECTOR -CURRENT
IRS990/Form990PartVIISectionAGrp/TitleTxt14EXECUTIVE DIRECTOR - FORMER
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IRS990/ProgSrvcAccomActy2Grp/Desc0CARE MANAGEMENT AND BRIGHTER LIVING SERVICES - A PROFESSIONAL SERVICE THAT CONDUCTS A STRINGENT ASSESSMENT OF CONSUMERS NEEDS/ABILITIES AND DEVELOPS A PLAN OF CARE TO ASSIST THEM IN MAINTAINING THEIR INDEPENDENCE WHILE CONTINUING TO LIVE AT HOME. CARE MANAGERS SERVE AS COORDINATORS AND ADVOCATES OF CARE THROUGHOUT THE CONTINUUM OF CARE.
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IRS990/ProgSrvcAccomActy3Grp/Desc0THERAPY- THE THERAPY PROGRAM RESTORES SENIOR CLIENTS TO THEIR HIGHEST LEVEL OF FUNCTION THROUGH PHYSICAL THERAPY AND SPEECH THERAPY. THE PROGRAM PROVIDES A FULLY EQUIPPED TREATMENT FACILITY AND IS DIRECTED BY A PROFESSIONAL PHYSICAL THERAPIST.
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IRS990/ProgSrvcAccomActyOtherGrp/Desc0IN HOME SERVICE - THIS PROGRAM IS PRIMARILY FUNDED THROUGH GRAND GATEWAY AREA AGENCY ON AGING WHICH ADMINISTERS GRANTS FROM THE FEDERAL GOVERNMENT UNDER THE TITLE III OF THE OLDER AMERICANS ACT OF 1965, AND THE STATE OF OKLAHOMA. THE PROGRAM PROVIDES A HOUSEKEEPER FOR PEOPLE SIXTY YEARS OF AGE OR OLDER.BOHON HEALTH CLINIC- PROVIDES THE SERVICES OF AN ON-STAFF PHYSICIAN SPECIALIZING IN THE CARE OF OLDER ADULTS.GOLDEN OPPORTUNITIES - TO ENHANCE THE OVERALL QUALITY OF LIFE FOR ACTIVE SENIORS. OFFERING FITNESS AND EDUCATIONAL CLASSES, SOCIAL EVENTS AND DAY TRIPS FOR ANY BUDGET.
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